Nelson Financial Planning Services, LLC fees and pricing
Financial planner in White Plains, Maryland. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated November 15, 2017, Nelson Financial Planning Services, LLC charges $225 an hour and an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed November 15, 2017. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225/hr
“Nelson Financial Planning Services, LLC’s current rate is $225.00 per hour or $2,500 annual retainer for financial planning and consulting.”
- Annual fee
- $2,500/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Nelson Financial Planning Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed in arrears on a quarterly basis.”
- “Fees are billed to the client, and the client will pay by check.”
How Nelson Financial Planning Services, LLC’s fees compare
- Its hourly rate of $225 is below the Maryland median of $300. 21% of the 156 other Maryland planners that publish an hourly rate charge less.
- Its annual fee of $2,500 is below the Maryland median of $5,000. 7% of the 28 other Maryland planners that publish an annual fee charge less.
About Nelson Financial Planning Services, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2002 (24 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 120320
- Phone
- (301) 396-4647
Other planners in Maryland that publish fees
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Aaa Advisory LLCWalkersville$300/hr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Addax Bridge FinancialPotomac$250-$400/hr, $5,000-$6,000
- Adenry Wealth LLCColumbia$300/hr, $300
- Advocate Investing ServicesWoodbine$400/hr, $1,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.